To start running reports, you simply select it, specify the report’s settings (if any), and click Run. Note: To execute a report using a favorite (with saved report settings) see Using a Favorite. In more detail, to run a report you must: 1. Select the report from the list on the left of Mercury’s main window. The…
If you find that you are running the same report multiple times – especially if you want to change the layout or add calculated fields or conditional formatting – a favorite is exactly what you need. Favorites allow you to save parameter values and layout changes (rearrangements, calculated fields, conditional formatting, etc.), so you can easily re-run…
Customizing pivot report fields After running a pivot report, you can customize which fields appear and how they are arranged. In a pivot-report, there are four areas where fields can reside: There are two primary methods available for changing the arrangement of your pivot-report. Drag-and-Drop Method You can adjust fields directly from the report’s tab…
If you find that you are running the same report multiple times – especially if you want to change the layout or add calculated fields or conditional formatting – a favorite is exactly what you need. Favorites allow you to save parameter values and layout changes (rearrangements, calculated fields, conditional formatting, etc.), so you can…
When you’re ready to start assigning users to reports, you can control which reports users can access in two ways: Start with the user(s) and select report access Start with the report and select which user(s) can access Controlling report access en masse If you want to control report access en masse for specific users,…
Are you having issues sending emails from within Dynamics GP? Introducing PagoPago! Easy, flexible remittance advice emails for Dynamics GP. If you are not on Dynamics GP version 18.4+, you probably already know that recent security changes implemented by Microsoft may be causing your emails to fail. (References are listed at the bottom of this…
CareWorks makes the case for using Mercury with Microsoft Dynamics GP The Challenges Dynamics GP SmartLists were not user friendly or flexible; very time-consuming Required a lot of manipulation and extra steps to create a professional presentation Often had to create multiple reports and combine them to get the one report needed The Solution Mercury…
Reports are no longer the static printouts they used to be. People expect to interact with their reports, viewing various different perspectives to help form deeper understanding. How such reports are developed and delivered helps everyone in the value chain develop a better understanding of the new reporting process. Let’s look at this another way……
Mercury is the next evolution of SmartLists. It is faster and has features that you’ve always wanted even if you never knew it. Discover what Mercury can do for you. Fastest Reporting Tool on the Market Large data sets render faster with Mercury than with any other reporting software. But Mercury doesn’t just render fast, it…
How well your business performs is closely tied to how well you know your business and how it functions. Business Intelligence systems are designed to put the information you need at your fingertips to support you in making the most effective possible decisions. Here’s how. Everything that happens does so because someone or something made…
If you can measure it, you can improve it. DSO – What is it? How do we calculate it? When is it useful? Definition DSO stands for Days Sales Outstanding. There are many variations of the definition. Some say it calculates how many days it takes to convert a credit sale to cash. Some say…
“It all depends on how you look at it…” We’ve all heard, and probably used that phrase ourselves many times. It implies that there are many perspectives from which one can look at an issue. Often, the issue is subjective and perhaps even personal. For example, someone who provides something might have one perspective on…
Building pivot tables requires sophisticated Excel spreadsheet skills that most financial experts likely don’t have. While training is available, here is how to engage with a subcontracted expert to develop a pivot table system that truly serves your needs. until you have time for training, this is an excellent way to reduce your time-to-value. There’s…
Anyone who deals with large volumes of data has most likely used grouping to make sense of it. Why? Because grouping data into meaningful buckets can reveal patterns that may not be apparent in a sea of detail. We use groups consciously and unconsciously all the time. We organize ourselves into affinity groups, arrange our…
Download Mercury today. A single-user license is free, and we can help you connect to your own database(s).
